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Online deleted my $90,000 estimate. When I hit save it signed me out and wasn’t there when I logged back on. Now what?

 
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QuickBooks Team

Online deleted my $90,000 estimate. When I hit save it signed me out and wasn’t there when I logged back on. Now what?

Hi josh54,

 

What you've described isn't an experience I'd like for you to go through again. Don't worry, I'll be happy to help you with this issue so continue working without the worry of losing your work. QuickBooks is a versatile program which simplifies complex calculations involved on the accounting side of your business. 

 

In order to protect your work, QuickBooks offers a security feature which logs you out of your account when there's no activity during a specific time-frame. Based on what you've described, it sounds like the system automatically logged you out using this feature. The good news is you can increase the auto timeout duration on your account and here's how: 

  1. Go to Settings ⚙️, then select Account and Settings.
  2. Select Advanced.
  3. Select Edit ✎ from the Other preferences section.
  4. Choose 12, or 3 hours from the Sign me out if inactive ▼ drop-down menu.
  5. Select Save then Done.

Here are a few things to remember:

  • QuickBooks Online measures your time of inactivity from the last time you moved your mouse, clicked, or used your keyboard on any transaction form.
  • If you are timed out, sign back into your company to continue where you left off.
  • The timeout setting can only be changed by the Master Administrator and it applies to all company users.

Since you can't find the estimate you were working on, I recommend using the Audit log on your account. The Audit log tracks user login/logout activity, changes to settings, customers, suppliers, and employees.

 

Here are the steps on how to access the audit log:

  1. Go to Settings ⚙ and select Audit Log.
  2. Select Filter.
  3. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  4. Select Apply.  

To create new estimates, check out this helpful article here: Set up and use estimates.

 

Give this a try and if you need further assistance, leave a comment below and I'll make sure to get back to you. If this answer is helpful to you, feel free to mark it as an accepted solution. 

 

Have an amazing rest of the week! :)